小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
LIBERTY WEALTH MANAGEMENT LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
LIBERTY WEALTH MANAGEMENT LLC
报告期 2026-03-31 · CIK 0001769302
持仓数
268
前50大市值合计
$629.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q1
23Q4
23Q3
23Q2
23Q1
22Q2
22Q1
21Q3
24Q3 调仓
2024-03-31 → 2024-09-30 · 共 150 项
建仓 37
增持 72
减持 32
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$19.1M
71,735
-38%
增持
IVW
ISHARES S&P 500 GROWTH
+$17.2M
237,778
+261%
增持
AAPL
APPLE INC
+$9.3M
118,449
+11%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
DYNF
BLACKROCK US EQY FCTR
+$9.1M
396,741
+68%
增持
QUAL
ISHARES MSCI USA QLTY
+$5.3M
114,765
+24%
建仓
ISRG
INTUITIVE SURGICAL INC
+$5.0M
10,267
增持
NVDA
NVIDIA CORPORATION
+$3.9M
93,670
+1027%
增持
DFAU
DIMENSIONAL US CORE
+$3.9M
718,473
+7%
增持
EMXC
ISHARES MSCI EMERGING
+$3.3M
122,329
+67%
增持
DFAC
DIMENSIONAL U S CORE
+$2.4M
911,954
+1%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.9M
6,640
增持
HEFA
ISHARES CURRENCY HEDG
+$1.8M
92,980
+110%
减持
IXC
ISHARES GLOBAL ENERGY
-$1.6M
16,506
-69%
建仓
GOOGL
ALPHABET INC
+$1.5M
9,208
减持
TSLA
TESLA INC
+$1.5M
17,878
-1%
减持
DUHP
DIMENSIONAL US HIGH
+$1.5M
791,209
-2%
建仓
IGEB
ISHARES INVEST GRD SYS
+$1.5M
31,376
增持
EFG
ISHARES TR
+$1.3M
46,631
+30%
增持
ORCL
ORACLE CORP
+$1.3M
24,178
+5%
增持
EFV
ISHARES TR
+$1.1M
92,237
+18%
增持
DFLV
DIMENSIONL US LARGE CAP
+$1.1M
412,675
+6%
增持
DFIC
DIMENSIONAL INTERN CORE
+$864.0K
497,229
+1%
增持
BLV
VANGUARD BD INDEX FDS
+$849.0K
57,531
+18%
增持
DFCF
DIMENSIONAL ETF TRUST
+$843.0K
304,428
+4%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$814.0K
66,831
+18%
增持
DFEM
DIMENSIONAL ETF TRUST
+$805.0K
242,436
+3%
增持
EMB
ISHARES JPMORGAN USD MTS
+$748.0K
29,057
+32%
减持
USMV
ISHARES MSCI USA MIN VOL
-$707.0K
7,539
-55%
增持
IUSB
ISHARES TR
+$690.0K
328,886
+1%
增持
IVE
ISHARES S&P 500 VALUE
+$666.0K
57,660
+1%
减持
DFUV
DIMENSIONAL ETF TRUST
-$627.0K
12,384
-56%
建仓
PSA
PUBLIC STORAGE OPER CO
+$608.0K
1,671
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$577.0K
102,213
+2%
增持
LLY
ELI LILLY &CO
+$573.0K
1,419
+61%
清仓
MTUM
ISHARES MSCI USA MOMNTUMFCT ETF
-$547.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$545.0K
18,627
+5%
增持
TCAF
T ROWE PRICE ETF INC
+$544.0K
102,047
+8%
减持
VTI
VANGUARD TOTAL STOCK
+$524.0K
42,136
-4%
建仓
ABM
ABM INDS INC
+$516.0K
9,773
增持
META
META PLATFORMS INC
+$502.0K
4,455
+6%
增持
DISV
DIMENSIONAL INTERN SMALL
+$488.0K
182,716
+3%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$467.0K
10,910
增持
AVGO
BROADCOM INC
+$455.0K
5,654
+1339%
建仓
IJJ
ISHARES S&P MID CAP 400
+$452.0K
3,654
减持
IYW
ISHARES US TECHNOLOGY
-$436.0K
49,553
-16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$430.0K
5,938
+8%
清仓
FALN
ISHARES TR
-$428.0K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR M F
+$413.0K
2,377
增持
DIHP
DIMENSIONAL INTERN HIGH
+$408.0K
265,728
+3%
建仓
SHW
SHERWIN WILLIAMS CO
+$407.0K
1,067
建仓
VRT
VERTIV HLDGS CO
+$403.0K
4,051
建仓
NFLX
NETFLIX INC
+$401.0K
566
建仓
SPYV
SPDR SER TR
+$361.0K
6,834
建仓
MCD
MCDONALDS CORP
+$357.0K
1,172
增持
IEMG
ISHARES INC
+$346.0K
25,252
+18%
清仓
CPAY
CORPAY INC
-$344.0K
0
-100%
增持
IFRA
ISHARES US
+$319.0K
67,674
+2%
清仓
PSX
PHILLIPS 66
-$308.0K
0
-100%
增持
IJR
ISHARES TR
+$298.0K
5,856
+67%
增持
BINC
BLACKROCK FLEXIBLE
+$292.0K
33,067
+17%
建仓
FLOT
ISHARES FLOATING RATE
+$275.0K
5,389
减持
LQD
ISHARES IBOXX INVT GRADE
-$274.0K
5,768
-32%
建仓
GILD
GILEAD SCIENCES INC
+$272.0K
3,242
增持
VUG
VANGUARD GROWTH ETF
+$271.0K
5,603
+3%
减持
INTC
INTEL CORP
-$270.0K
11,728
-5%
建仓
IRM
IRON MTN INC DEL
+$269.0K
2,262
增持
PG
PROCTER AND GAMBLE CO
+$262.0K
6,996
+19%
减持
V
VISA INC
-$260.0K
18,449
-3%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$256.0K
3,184
增持
SPYM
SPDR SER TR
+$255.0K
11,526
+36%
增持
WMT
WALMART INC
+$252.0K
6,465
+44%
建仓
HIMS
HIMS &HERS HEALTH INC
+$248.0K
12,383
建仓
A
AGILENT TECHNOLOGIES INC
+$247.0K
1,665
减持
ESGU
ISHARES TR
-$245.0K
5,866
-31%
建仓
QCOM
QUALCOMM INC
+$242.0K
1,422
建仓
FBND
FIDELITY MERRIMACK STR TR
+$235.0K
5,036
建仓
PLD
PROLOGIS INC.
+$235.0K
1,860
减持
WM
WASTE MGMT INC DEL
-$233.0K
16,335
-4%
清仓
MPC
MARATHON PETE CORP
-$231.0K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$231.0K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$230.0K
1,560
+4%
建仓
TTD
THE TRADE DESK INC
+$228.0K
2,077
建仓
ITOT
ISHARES TR
+$228.0K
1,812
建仓
SPMO
INVSC S P 500 MOMENTUM
+$225.0K
2,487
增持
ADBE
ADOBE INC
+$224.0K
1,436
+39%
减持
VOO
VANGUARD S&P 500 ETF
+$224.0K
8,666
-4%
建仓
SLV
ISHARES SILVER TR
+$223.0K
7,833
增持
AMZN
AMAZON COM INC
+$222.0K
20,464
+3%
建仓
—
ACCENTURE PLC IRELAND F
+$220.0K
621
清仓
HDV
ISHARES TR
-$220.0K
0
-100%
建仓
VSGX
VANGUARD WORLD FD
+$218.0K
3,542
清仓
KR
KROGER CO
-$216.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$214.0K
0
-100%
建仓
DEO
DIAGEO PLC
+$213.0K
1,521
建仓
PFE
PFIZER INC
+$210.0K
7,240
增持
GOOG
ALPHABET INC
+$210.0K
11,270
+3%
增持
QQQ
INVSC QQQ TRUST SRS 1
+$206.0K
2,736
+8%
建仓
SRE
SEMPRA
+$205.0K
2,454
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$203.0K
32,386
+9%
建仓
WELL
WELLTOWER INC
+$203.0K
1,587
建仓
ESS
ESSEX PPTY TR INC
+$201.0K
681
增持
JNJ
JOHNSON &JOHNSON
+$188.0K
3,210
+53%
减持
BND
VANGUARD TOTAL BOND
-$186.0K
6,174
-30%
增持
ABT
ABBOTT LABS
+$183.0K
4,622
+53%
建仓
FDD
FIRST TR STOXX EUROPEAN SELE
+$178.0K
14,256
增持
ABBV
ABBVIE INC
+$176.0K
7,172
+5%
减持
VTV
VANGUARD VALUE ETF
+$174.0K
17,817
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$174.0K
6,619
-5%
增持
ENPH
ENPHASE ENERGY INC
-$168.0K
121,895
+6%
增持
VB
VANGUARD INDEX FDS
+$167.0K
9,545
+4%
减持
OEF
ISHARES S&P 100 ETF
-$165.0K
4,218
-22%
减持
TLT
ISHARES TR
+$164.0K
69,493
-1%
增持
AXP
AMERICAN EXPRESS CO
+$162.0K
1,879
+23%
减持
VGT
VANGUARD INFORMATION
+$159.0K
4,273
-5%
增持
VBR
VANGUARD SMALL CAP VALUE
+$155.0K
7,237
+7%
增持
HD
HOME DEPOT INC
+$152.0K
2,323
+13%
增持
VWO
VANGUARD FTSE EMERGING
+$152.0K
13,164
+17%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$152.0K
3,131
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$145.0K
4,720
+0%
增持
MGK
VANGUARD MEGA CAP GROWTH
+$142.0K
3,858
+1%
增持
NEE
NEXTERA ENERGY INC
+$139.0K
4,593
+18%
增持
—
EXXON MOBIL CORP
+$136.0K
4,914
+30%
增持
COST
COSTCO WHSL CORP NEW
+$136.0K
731
+5%
减持
TIP
ISHARES TIPS BOND ETF
-$132.0K
8,028
-15%
减持
GOVT
ISHARES US TREASURY BOND
-$131.0K
77,091
-9%
减持
CSCO
CISCO SYS INC
+$130.0K
42,788
-1%
增持
PHM
PULTE GROUP INC
+$129.0K
5,519
+0%
减持
TGT
TARGET CORP
-$124.0K
1,572
-24%
增持
DIS
DISNEY WALT CO
-$124.0K
7,577
+9%
增持
FTEC
FIDELITY COVINGTON TRUST
+$123.0K
5,457
+3%
增持
XLK
TECHNOLOGY SELECT SECTOR
+$121.0K
3,074
+12%
建仓
—
BRISTOL-MYERS SQU
+$118.0K
100,000
增持
VFH
VANGUARD WORLD FD
+$117.0K
12,830
+2%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$113.0K
9,819
+28%
增持
VNQ
VANGUARD INDEX FDS
+$113.0K
7,770
+4%
增持
AMGN
AMGEN INC
+$112.0K
2,483
+3%
建仓
—
MASSACHUSETTS INS
+$112.0K
100,000
增持
COWZ
PACER US CASH COWS 100
+$110.0K
16,324
+14%
减持
DFAT
DIMENSIONAL U S TARGETED
+$108.0K
141,381
-1%
减持
DFAI
DIMENSIONAL INTERN CORE
+$106.0K
285,622
-4%
减持
IEFA
ISHARES TR
-$99.0K
118,847
-6%
增持
RTX
RTX CORPORATION
+$98.0K
3,570
+4%
减持
KO
COCA COLA CO
+$92.0K
8,779
-0%
减持
UPS
UNITED PARCEL SERVICE INC
-$92.0K
3,178
-10%
减持
TFLO
ISHARES TREASURY FLOATNG
-$92.0K
5,544
-25%
减持
T
AT&T INC
+$83.0K
20,445
-2%
增持
PEP
PEPSICO INC
+$82.0K
3,857
+18%
增持
VONG
VANGUARD RUSSELL 1000
+$81.0K
7,029
+2%
减持
VHT
VANGUARD WORLD FD
-$80.0K
7,094
-8%
增持
DBEF
DBX ETF TR
+$76.0K
17,040
+4%
